and lay the foundations of Japan’s recovery.
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it seems fair to assume that Japan will be expected to
in Yamaguchi prefecture; and third a potential trilateral summit between Japan
the Japan equity market saw continued preference for deflationary stocks
Japan equities tend to be the winner on a local currency basis
banks and insurance stocks (Exhibit 4). Resurgence in the “Japan macro trade”
but any downward spiral in Japan-US relations would likely be further
we expect Japan to move closer to Europe under
raising the incentive to sign the Japan-EU EPA (Economic Partner
we expect Japan’s spending on defense to increase. If this results in higher
Japan’s defense-related stocks would be beneficiaries
I bought a ticket on Japan Air Lines to Hong Kong. The route
had a stop-over in Narita Airport in Japan (where
other distortions come from the “catch-up” effect from Japan’s tsunami. As shown below
” said Mao. “Beyond Japan is the United States. Didn’t